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iShares Select Dividend ETF
DVY

Overview Fund Activity

1,221 hedge funds and large institutions have $8.56B invested in iShares Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 353 increasing their positions, 497 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
17.7%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
81
Increased
353
Reduced
497
Closed
72
Calls
$47.2M
Puts
$26.9M
Net Calls
+$20.4M
Net Calls Change
+$2.64M

Top Buyers

1
Jane Street
Jane Street
New York
+$72.2M
2
OAC
OMERS Administration Corp
Ontario, Canada
+$44.2M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$42.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$35.8M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$30M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$914M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$79.1M
3
NAM
Nissay Asset Management
Japan
-$70.4M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.5M
5
MHI
Miller Howard Investments
New York
-$41.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
776
Providence Capital Advisors
North Carolina
$392K +$51.5K +418 +15%
WP
777
Westmount Partners
California
$390K -$10.8K -88 -3%
RMDI
778
R.M. Davis Inc
Maine
$389K +$18.2K +148 +5%
NG
779
Northstar Group
New York
$389K – – –
SL
780
Salomon & Ludwin
Virginia
$388K -$20.6K -167 -5%
WPWM
781
Western Pacific Wealth Management
Illinois
$387K +$226K +1,837 +141%
CAC
782
Certified Advisory Corp
Florida
$387K +$111K +898 +40%
BCG
783
Breakwater Capital Group
New Jersey
$386K -$5.67K -46 -1%
CWC
784
Carolinas Wealth Consulting
North Carolina
$384K +$246 +2 +0.1%
GAM
785
Grandview Asset Management
Pennsylvania
$381K -$12.3K -100 -3%
NWA
786
Navis Wealth Advisors
New York
$381K +$51.7K +420 +16%
SSB
787
Sandy Spring Bank
Maryland
$379K -$20.2K -164 -5%
JPWM
788
Jamison Private Wealth Management
Georgia
$378K +$247K +2,003 +188%
FFWM
789
Future Financial Wealth Management
Ohio
$378K – – –
IAS
790
Insigneo Advisory Services
Florida
$377K +$377K +3,061 New
CWA
791
Continuum Wealth Advisors
New York
$377K -$8.99K -73 -2%
VCM
792
Vision Capital Management
Oregon
$376K -$3.2K -26 -0.8%
MA
793
Montag & Associates
Georgia
$375K +$98.5K +800 +36%
TA
794
TrueWealth Advisors
Alabama
$370K – – –
ESB
795
Essex Savings Bank
Connecticut
$368K – – –
IC
796
Iconiq Capital
California
$366K +$985 +8 +0.3%
NAMP
797
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$365K – – –
AG
798
Ascent Group
Virginia
$364K -$15.5K -126 -4%
TCOV
799
Trust Company of Vermont
Vermont
$362K – – –
FTUS
800
Flow Traders U.S.
New York
$362K -$4.18M -33,985 -92%
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